locked
Switching to MS Dynamics CRM RRS feed

  • Question

  • If we want to switch from our Current CRM to MS dynamics crm  what about the data we have in current our CRM like accounts ,contacts,Documents,Campaigns. How will it get transfer? 
    Thursday, January 15, 2015 4:45 PM

All replies

  • Hello,

    Depends on your current there could be a variety of ways to migrate your current data to CRM.

    Anyway recheck following url - http://social.technet.microsoft.com/wiki/contents/articles/3995.integrate-microsoft-dynamics-crm.aspx


    Dynamics CRM MVP/ Technical Evangelist at SlickData LLC
    My blog

    Thursday, January 15, 2015 5:13 PM
    Moderator
  • What is your current CRM? There are a lot of adapters for a product called Scribe, and if your CRM has one, you can save yourself some time by setting up the migration in Scribe. But it comes down to being your responsibility to migrate your data as appropriate.

    The postings on this site are solely my own and do not represent or constitute Hitachi Solutions' positions, views, strategies or opinions.

    Thursday, January 15, 2015 5:28 PM
  • If you can't use 3rd party tool like Scribe, you can do as following to import data:

    1. Download the datamap from Dynamic CRM as XML

    2. Open the XML by Excel,

    3. Copy and paste your data into the XML file

    4. Import the data.

    You can go to system job to check if the data is successfully imported.

    Friday, January 16, 2015 2:33 AM